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Waldron Private Wealth’s Kimberly-Clark KMB Stock Holding History

Waldron Private Wealth’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,538
Closed -$219K – 430
2024
Q3 		$219K Sell
1,538
-407
-21% -$57.7K 0.01% 384
2024
Q2 		$272K Sell
1,945
-311
-14% -$41.5K 0.01% 334
2024
Q1 		$292K Sell
2,256
-174
-7% -$21.4K 0.01% 321
2023
Q4 		$298K Sell
2,430
-664
-21% -$80.3K 0.01% 309
2023
Q3 		$378K Sell
3,094
-486
-14% -$62.8K 0.02% 259
2023
Q2 		$498K Buy
3,580
+101
+3% +$14.1K 0.02% 227
2023
Q1 		$471K Buy
3,479
+355
+11% +$46.1K 0.02% 265
2022
Q4 		$355K Hold
3,124
– – 0.02% 281
2022
Q3 		$355K Buy
3,124
+148
+5% +$19.2K 0.02% 281
2022
Q2 		$405K Sell
2,976
-160
-5% -$21.1K 0.02% 262
2022
Q1 		$389K Buy
3,136
+19
+0.6% +$2.51K 0.02% 279
2021
Q4 		$449K Buy
3,117
+9
+0.3% +$1.21K 0.02% 262
2021
Q3 		$415K Buy
3,108
+1,385
+80% +$188K 0.02% 241
2021
Q2 		$232K Sell
1,723
-16
-0.9% -$2.13K 0.01% 307
2021
Q1 		$243K Sell
1,739
-532
-23% -$70.6K 0.02% 267
2020
Q4 		$308K Hold
2,271
– – 0.02% 226
2020
Q3 		$337K Buy
2,271
+214
+10% +$32.1K 0.03% 201
2020
Q2 		$292K Buy
2,057
+87
+4% +$12K 0.03% 205
2020
Q1 		$253K Buy
1,970
+80
+4% +$11.1K 0.03% 201
2019
Q4 		$261K Buy
1,890
+6
+0.3% +$812 0.02% 225
2019
Q3 		$269K Buy
+1,884
New +$259K 0.03% 201
2019
Q2 		– Sell
-1,650
Closed -$205K – 254
2019
Q1 		$205K Buy
+1,650
New +$192K 0.02% 241
2017
Q2 		– Sell
-1,995
Closed -$255K – 176
2017
Q1 		$255K Buy
+1,995
New +$252K 0.06% 181

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waldron Private Wealth's KMB Position: Q4 2024 in Review

Waldron Private Wealth sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 1,538 shares — an estimated $219K sold.

Waldron Private Wealth first reported a position in KMB in Q1 2017 and held it in 23 quarters. The position peaked at $498K in Q2 2023. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Waldron Private Wealth reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 1,538 Kimberly-Clark shares in Q4 2024, an estimated $219K.
  • Waldron Private Wealth first reported a position in Kimberly-Clark in Q1 2017 and held it in 23 quarters.
  • Waldron Private Wealth's Kimberly-Clark position peaked at $498K in Q2 2023.
  • 1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.